Altshuler Shaham’s H&R Block HRB Stock Holding History

Altshuler Shaham’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-82	Closed	-$4.15K	–	433
2025 Q3	$4.15K	Buy	82 +11	+15%	+$581	﹤0.01%	293
2025 Q2	$3.9K	Sell	71 -2	-3%	-$115	﹤0.01%	295
2025 Q1	$4.01K	Buy	73 +2	+3%	+$107	﹤0.01%	223
2024 Q4	$3.75K	Buy	71 +13	+22%	+$764	﹤0.01%	317
2024 Q3	$3.69K	Sell	58 -13	-18%	-$775	﹤0.01%	281
2024 Q2	$3.85K	Sell	71 -5	-7%	-$249	﹤0.01%	227
2024 Q1	$3.73K	Buy	+76	New	+$3.61K	﹤0.01%	266

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Altshuler Shaham's HRB Position: Q4 2025 in Review

Altshuler Shaham sold out of H&R Block (HRB) in Q4 2025, closing a stake of 82 shares — an estimated $4.15K sold.

Altshuler Shaham first reported a position in HRB in Q1 2024 and held it in 7 quarters. The position peaked at $4.15K in Q3 2025. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

Altshuler Shaham reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
Altshuler Shaham sold 82 H&R Block shares in Q4 2025, an estimated $4.15K.
Altshuler Shaham first reported a position in H&R Block in Q1 2024 and held it in 7 quarters.
Altshuler Shaham's H&R Block position peaked at $4.15K in Q3 2025.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Altshuler Shaham's 13F filing for Q4 2025, filed 17 Feb 2026.